UBS Group
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UBS Group’s Green Dot GDOT Stock Holding History

UBS Group’s Portfolio GDOT Stock Details GDOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-30,600
Closed -$484K – 9857
2022
Q4 		$484K Buy
+30,600
New +$564K ﹤0.01% 4739

Other funds holding GDOT

NSGL
No Street GP LP San Francisco, California $1.66B AUM 39.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $295M AUM 40.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

UBS Group's GDOT Position: Q2 2026 in Review

UBS Group increased its Green Dot (GDOT) stake by 97% in Q2 2026, buying an estimated $1.01M and bringing the position to 163,994 shares worth $2.22M. The position accounts for ﹤0.01% of the portfolio, ranked #5032.

UBS Group first reported a position in GDOT in Q4 2014 and has held it in 47 quarters since. The position peaked at $69.6M in Q3 2021. 162 funds tracked by Wall St. Rank hold GDOT as of Q2 2026.

  • UBS Group held 163,994 shares of Green Dot worth $2.22M as of Q2 2026.
  • UBS Group bought 80,796 Green Dot shares in Q2 2026, an estimated $1.01M.
  • Green Dot made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5032 holding.
  • UBS Group first reported a position in Green Dot in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Green Dot position peaked at $69.6M in Q3 2021.
  • 162 funds tracked by Wall St. Rank held Green Dot as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.